PE Contraction | Salesforce vs Exxon | Nvidia is Cheap? | Volatility Skew | PPI Beats

PE Contraction | Salesforce vs Exxon | Nvidia is Cheap? | Volatility Skew | PPI Beats

Author: Derek Moore March 2, 2026 Duration: 54:36

Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers.

 

What is volatility skew

Salesforce vs Exxon

Nvidia goes sideways even though earnings and sales estimates reach new highs

What does it me when stocks forward multiples contract (rerate)

Getting into the PPI release

 

Mentioned in this Episode

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com


Derek Moore hosts Broken Pie Chart, a podcast that digs into the practical realities of managing money in a complex world. The name comes from the idea that traditional, rigid models for investing and planning often don't reflect real life. Each episode takes a specific concept-whether it's portfolio construction, market behavior, or preparing for retirement-and breaks it down into straightforward conversation. You'll hear clear explanations of economic trends and financial principles without the jargon, focusing on how these ideas actually impact personal and professional decisions. This isn't about hot stock tips; it's about building a durable understanding of how markets and the economy function. The goal is to provide listeners with a stronger foundation for their own financial choices, making seemingly opaque topics accessible and relevant. Tune in for a thoughtful, grounded perspective that challenges conventional wisdom and simplifies the complicated.
Author: Language: English Episodes: 100

Broken Pie Chart
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Derek Moore is joined by Mike Snyder and Shane Skinner to talk about semiconductors and the relative surprising performance of Intel vs Nvidia. Plus, they examine forward PE ratios and how stocks making new all-time high…